Paul
Compeau
Caitlin John
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About this Advisor
Paul Compeau is a certified financial planner operating out of Brighton, Michigan, with 1 year of relevant experience. Compeau works at Caitlin John. Throughout their career, Compeau has worked at Strategic Education Technologies, Bridgewise Financial Partners, Guardian Pointe Private Wealth Management and Caitlin John, LLC. Compeau maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Caitlin John is a financial advisory business based out of Brighton, MI. It has offices in 13 locations and a total of 23 advisors. It controls $113 million in assets under management between its 815 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 815 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. Caitlin John performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually are based on the financial services. However, fees billed by Caitlin John most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$113,340,363
23
815
$139,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Compeau Work History
Paul has been registered as a financial advisor for 1 years.*
Caitlin John, LLC
Bridgewise Financial Partners
Guardian Pointe Private Wealth Management
Strategic Education Technologies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Compeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
